Shahzeb Shaikha is a financial advisor at Oppenheimer with two years of industry experience. He holds a Series 66 designation and has previously worked at The Prudential Insurance Company of America and Pruco Securities LLC. Prior to his advisory roles, he was involved with myDawat.pk for seven years. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of investment programs and advisory services across equity, balanced, and fixed-income portfolios, employing both discretionary and non-discretionary strategies.

Aaron Vickar is a financial advisor with Focus Partners Wealth, LLC and holds Series 63 and Series 66 licenses. He has 24 years of industry experience, including prior roles at Buckingham Strategic Wealth, LLC and Bam Management, LLC. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate, and institutional clients with a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Douglas Clark is a financial advisor at Focus Partners Wealth, LLC with 27 years of industry experience. He holds the PFS™ designation and Series 65 license. His prior roles include positions at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, Soltys & Clark, CPA LLC, and Madison Wealth Advisors, LLC. Outside of his advisory work, he serves as a board member for the Scarborough Group of Companies, a global logistics and warehousing business. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, high-net-worth families, family offices, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, along with access to private funds and third-party separate account managers.

Billy Dickens III is a CFP® professional with 19 years of industry experience, currently advising at Moneta Group Investment Advisors, LLC since 2020. He previously worked with Moneta Group Investment Advisors, Inc from 2016 to 2019. Based in St. Louis, MO, Mr. Dickens has been part of the Moneta firm structure for over eight years. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients including retirement plans, foundations, and endowments. The firm employs a partner-led team approach with centralized investment oversight and a multi-criteria selection process, offering discretionary and non-discretionary portfolio management, financial planning, family office services, and other specialized concierge offerings.

Kristen Murray is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and 14 years of industry experience. Her prior roles include positions at Raymond James Financial Services and Wells Fargo Advisors. Outside of her advisory work, she is also a property owner involved in managing rental real estate in Washington, DC. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account services.

Ann Mclaughlin is a Series 66-licensed financial advisor with Benjamin F. Edwards & Company, Inc., where she has worked since 2009. She has 15 years of industry experience and is based in St. Louis, MO. Outside of her advisory role, she serves as Treasurer for the Brandenberg Estates Homeowners Association. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, pension plans, charitable organizations, corporations, and institutions. The firm offers a range of fee-based wrap programs and investment management services, utilizing multiple strategies managed internally and by third parties, along with an operational framework that includes custody, clearance, and proprietary trading capabilities.

Tyler Breed is a financial advisor with Eagle Strategies (New York Life) based in Creve Coeur, Missouri. He holds Series 63 and Series 66 licenses and has 12 years of industry experience. Breed has been with Eagle Strategies since 2017 and also maintains roles with Nylife Securities LLC and New York Life Insurance Company. Outside of his advisory work, he is appointed as an insurance broker for non-registered insurance products. Eagle Strategies serves a diverse range of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through various program types, with an emphasis on non-discretionary asset management and fiduciary responsibilities to retirement investors.

James Rohrbaugh is a financial advisor at &Partners with 17 years of industry experience. He holds the Series 66 designation and has worked at &Partners since 2024. Prior to this, he spent eight years at Wells Fargo Clearing and four years at Wells Fargo Advisors LLC. &Partners serves a diverse client base including high-net-worth individuals, institutions, retirement plans, and charitable organizations. The firm offers investment management, financial and tax planning, and retirement plan services using a combination of proprietary and third-party strategies.

Jackson Ward is a CFP® professional with one year of industry experience, currently affiliated with Focus Partners Wealth, LLC. His work history includes roles at Wilkerson Advisory Group, WR Wealth Planners, and prior experience in both brewing and bottling companies, as well as university positions at the University of Missouri Columbia. Outside of financial services, he has been involved in the Flatbranch Pub & Brewing and Fitz's Bottling Co. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates both active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.

Timothy Grisby is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at Charles Schwab Bank SSB, Charles Schwab & Co., Inc., TD Ameritrade, and MineSense Technologies Ltd. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem, focusing on client-directed investment decisions without discretionary trading authority.

Jason Siedle is a financial advisor at Beacon Pointe Advisors, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Litman Gregory Wealth Management and Wedgewood Partners, Inc. He is involved in transitioning an advisory business following an acquisition. Beacon Pointe Advisors provides wealth advisory, consulting, standalone financial planning, retirement-plan platform services, and outsourced chief investment officer services to a diverse client base including individuals, corporations, and institutional clients. The firm utilizes a combination of active and passive strategies, employs third-party independent managers selected through due diligence, and offers proprietary private funds and a continuously offered interval fund.

Jonathan Thrun is a financial advisor at Focus Partners Wealth, LLC with 16 years of industry experience. He holds Series 63 and Series 65 designations and has been with The Colony Group, LLC since 2009. Focus Partners serves high-net-worth individuals, families, family offices, corporate, and institutional clients by offering wealth management, financial and tax planning, and retirement plan consulting. The firm uses a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Georgios Vanfleet is a financial advisor at Moneta Group Investment Advisors, LLC with four years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Charles Schwab and in academic roles at Saint Louis University and Butler University. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients with portfolio management, financial planning, and family office services. The firm utilizes a partner-led team structure and a multi-criteria selection process emphasizing asset allocation and manager due diligence.

Gregory Bersch is a financial advisor with Independent Financial Group, LLC in Saint Louis, MO, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. His career includes long-term roles at Premier Financial Partners, LLC, and Osaic Wealth, among others. He also works as a registered assistant supporting clients of another advisor within Premier Financial Partners. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth clients, trusts, and corporate and pension plans. The firm employs a mix of active and passive investment strategies through various platforms and third-party managers, tailoring portfolios to client risk profiles using structured models and ongoing due diligence.

Benjamin Trujillo is a financial advisor at Moneta Group Investment Advisors, LLC with 10 years of industry experience. He holds a Series 66 designation and has worked at Moneta Group Investment Advisors since 2018, following a prior role at Stifel. Outside of his advisory work, he is the owner and Vice-President of Trujillo Holdings, LLC and serves as an adjunct professor of law at Washington University School of Law. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a variety of institutional clients, offering portfolio management, financial planning, and family office services. The firm utilizes partner-led teams supported by a centralized investment department, emphasizing diversified, multi-asset allocations and ongoing monitoring.

Mark Reed is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 65 and Series 63 credentials and bringing 30 years of industry experience. Before joining Wealth Enhancement Advisory Services and Wealth Enhancement Group in 2021, he worked at North American Management Corp. from 2013 to 2021. He also serves as an independent trustee for Morgan Stanley Pathway Funds and is a trustee for the Kingston Manor Drive Association, a residential subdivision. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach that blends passive and active strategies overseen by an internal Investment Committee.

Nicholas Koboldt is a financial advisor at Moneta Group Investment Advisors, LLC with eight years of industry experience. He holds a Series 65 designation and has worked previously at Buckingham Asset Management, LLC and Stifel Nicolaus. Koboldt is based in St. Louis, MO. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, family office services, and concierge offerings. The firm uses a partner-led team approach supported by a centralized investment department and employs a multi-criteria selection process emphasizing asset allocation and manager due diligence.

Shane Hurst is a financial advisor with Valic Financial Advisors in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Valic Financial Advisors since 2009 and also holds a position with Agia. Hurst receives trail income from prior insurance business with Blue Cross Blue Shield of Missouri but does not write new business. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, wrap programs, financial planning, and brokerage services, utilizing Envestnet-developed models and National Financial Services as custodian.

Scott Critchfield is a CFP® professional with 30 years of industry experience. He is currently with Benjamin F. Edwards & Company, Inc., where he has worked since 2022. His prior experience includes roles at LPL Financial and Waddell & Reed, Inc. Outside of his advisory role, he assists with editing therapy notes for a pediatric physical therapy practice owned by his spouse. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, pension plans, charitable organizations, and corporations. The firm offers a range of investment strategies and financial services through its fee-based wrap programs and supports both employee and affiliated independent advisors.

John Blest is a CFP® with nine years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in St. Louis, MO. He has held roles at Charles Schwab & Co., TD Ameritrade, Scottrade, Cognosante, and Best Buy. Outside of advising, he is involved in construction-related labor through General Contracting Services Inc. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, delivering services such as annual financial reviews and investment recommendations guided by Schwab’s proprietary research tools and asset allocation models.